Foreign investors return, but can Chinese stocks thrive again? (3 China stocks to watch)

Regulatory and economic fear has gripped Chinese stock markets in recent years but there are signs the very negative sentiment is turning.

In our latest podcast episode Alison Savas is joined by Portfolio Manager John Stavliotis who shares some surprising observations from a recent research trip to China.

There has been a significant shift in Government policy around the troubled Property sector over the last month, and while this is generating some green shoots, it will be a slow build to renew confidence in the sector.

A closer look at three stocks in the world's second-largest economy shows where structural changes can create opportunity for investors.

Podcast key times:

  • Surprising observations and key takeaways from a China research trip: 00:50
  • China's property sector woes: 3:20
  • Time for exposure to China's property sector? (Ke Holdings Inc) 10:30
  • Investing in China's 'emerging multinationals'(Kingdee International Software Group Co) 13:20
  • The investment opportunity in China's power grid (NARI Technology Co Ltd) 19:30
  • Key takeouts - can Chinese stocks thrive again? 31:00

Stock commentary in this episode is illustrative only, not recommendations to buy, hold, or sell any security. 

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Antipodes Partners
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Antipodes' pragmatic value approach to investing in global equities aims to provide clients a smoother long-term wealth creation journey. We manage global long-only and long-short unit trusts, along with the Antipodes Global Shares (Quoted Managed...

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